Integrate ChargeDesk with EngageBay

Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and EngageBay

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About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

Want to explore ChargeDesk + EngageBay quick connects for faster integration? Here’s our list of the best ChargeDesk + EngageBay quick connects.

Explore quick connects
Connect ChargeDesk + EngageBay in easier way

It's easy to connect ChargeDesk + EngageBay without coding knowledge. Start creating your own business flow.

  • Triggers
  • Charge Created

    Triggers when a charge is created or imported.

  • Charge Failed

    Triggers when a charge fails.

  • Charge Updated

    Triggers when a charge is updated.

  • Customer Created

    Triggers when a new customer is created.

  • Customer Updated

    Triggers when a customer is updated.

  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

How ChargeDesk & EngageBay Integrations Work

  1. Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick EngageBay as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ChargeDesk to EngageBay.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm